Merits Capital - Wealth Manager - Sales (2-3 yrs)

Key Responsibilities:

- Leverage your existing client base to generate new sales opportunities and expand business relationships.

- Develop and implement strategies to achieve sales targets and drive revenue growth.

- Build and nurture strong, long-term relationships with clients.

- Understand clients' financial needs and goals to promote suitable products and services.

- Provide exceptional customer service, ensuring satisfaction throughout the sales process.

- Collaborate with internal teams to resolve client issues and achieve organizational goals.

- Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities.

- Prepare accurate and timely sales reports and forecasts for management.

- Develop a thorough understanding of Merits Capital's products and services.

- Conduct market research and analysis to identify investment opportunities and manage risks.

- Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary.

Requirements:

- Minimum of 2 years of experience in wealth management or a related field.

- MBA graduates are preferred.

- Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g, SEC) are a plus.

- Proven track record of exceeding sales targets and driving business success.

- Strong existing client base with established relationships in relevant industries.

- Excellent communication, negotiation, and interpersonal skills.

- Self-motivated, results-driven, and able to work both independently and in a team environment.

- Proficiency in CRM software and MS Office Suite